Tag: Everpure

$AVGO just proved why custom silicon is the new merchant.

AI semiconductor revenue at $8.4B growing 106% YoY and guiding to $10.7B next quarter is the signal that custom XPU demand is not slowing.

New $10B buyback authorization signals management sees the same thing.

Why is $ASTS green in a sea of red today?

Commercial validation is becoming harder to dismiss with 50+ global MNO partners covering nearly 3B subscribers, definitive agreements including $VZ alongside $T and Vodafone and over $1.2B in contracted revenue commitments.

$AMD said at the Morgan Stanley TMT conference it’s “excited” about the positioning of its MI450 citing continued progress in its data center AI business following MI300 and MI350.

Management also described its relationships with OpenAI & $META as “multi-generational.”

The U.S. just used drones to help eliminate Iran's supreme leader which is exactly why we view $ONDS and $KTOS as essential infrastructure in the modern defense stack:

• Ondas is the combat-proven counter-UAS and autonomous ISR systems deployed across Israel and NATO partners

$ASML is pushing beyond EUV into advanced packaging to support the AI chip buildout with new tools for bonding chiplets and stacked architectures.

They’re also exploring larger chip formats and using AI to optimize machine control and inspection.

HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $SNDK +168%
2. $AAOI +142%
3. $AEHR +85%
4. $BE +79%
5. $WDC +62%
6. $NTLA +53%
7. $TWST +48%
8. $CRML +46%
9. $AMAT +45%
10. $MU +44%
11. $CAVA +41%
12. $YOU +39%
13. $LRCX +37%
14. $FIGS +36%
15. $ASML +36%

FUTURUM EQUITIES PODCAST EPISODE #32

Daniel & Shay dove into five big themes:
• Is AI taking your job?
• Where they are buying the dip
• What Shay's doing with $EOSE
• Earnings reactions: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB, $IONQ, $AXON, $DOCN
• What Jack Dorsey’s

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$PSTG POST-EARNING ANALYSIS

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